SaintGermain’s Activity

Mon Apr 21

NL

Article

SaintGermain published an article 12:29 PM

What Fastenal and MSC Industrial Earnings Say About the Industrial Economy

Fastenal and MSC Industrial made some relatively bullish noises on the industrial sector recently. Here is what they said, and why it's important.

NL

Article

SaintGermain published an article 10:48 AM

Is IBM too Focused on Hitting Earnings?

Why IBM disappointed in the last quarter, why it wasn't so bad, and a look at how IBM is adjusting its business in order to hit its earnings targets.

Sun Apr 20

NL

Article

SaintGermain published an article 8:00 AM

Family Dollar Is Starting to Look Interesting

Family Dollar has begun a strategic realignment that could lead it to outperform Dollar General and Dollar Tree in 2014.

Mon Apr 14

NL

Article

SaintGermain published an article 1:36 PM

Alcoa Inc on the Construction and Heavy Truck Markets

Alcoa always gives good guidance on the industrial economy. Here is what it said about the end markets for companies like Cummins, Paccar, and Ingersoll-Rand.

Thu Apr 10

NL

Article

SaintGermain published an article 2:33 PM

Alcoa Inc's Results Are Good News for Boeing and Johnson Controls

Alcoa's earnings and guidance are always useful as a guide to the industrial sector. This time around, the outlook was for more strength in aerospace and automotive. That's good news for Boeing and Johnson Controls.

NL

Article

SaintGermain published an article 8:15 AM

Why RPM International Inc Should Outperform Its Peers in 2014

RPM International has margin expansion opportunities, particularly if commercial construction and U.S. industrial spending recover in 2014.

Wed Apr 9

NL

Article

SaintGermain published an article 7:00 PM

Why Consider Buying Emerson Electric Co.?

Emerson Electric represents one of the most broadly diversified industrial plays in the market place, even more so than industrial stalwarts and competitors like General Electric Company, Rockwell Automation, and Ingersoll-Rand.

Mon Apr 7

NL

Article

SaintGermain published an article 2:51 PM

This Hidden Big Data Play Beats Estimates

Verint Systems beat guidance and raised estimates recently, and also confirmed that plans to expand its data analytics offerings are on track. Rival NICE Systems, and IT bellwethers IBM and Oracle have all reported positively on the sector, so its [more]

Fri Apr 4

NL

Article

SaintGermain published an article 3:41 PM

Rockwell Automation's Unusual Quarter

Rockwell Automation's last quarter saw strength where others saw weakness and vice versa. What does this mean for it and competitors like General Electric or Siemens?

NL

Article

SaintGermain published an article 3:41 PM

Rockwell Automation's Unusual Quarter

Rockwell Automation's last quarter saw strength where others saw weakness and vice versa. What does this mean for it and competitors like General Electric or Siemens?

Tue Apr 1

NL

Article

SaintGermain published an article 8:14 AM

What AAR Corp's Results Mean to the Aviation Sector

AAR Corp is a long-term Boeing supplier, so what do its disappointing results mean to the sector?

Mon Mar 31

NL

Article

SaintGermain published an article 4:43 PM

What You Need to Know About ConAgra

ConAgra looks like a value play in the food sector, especially when compared to Kraft Foods and General Mills, but what do you need to know before buying the stock?

NL

Article

SaintGermain published an article 3:36 PM

Ingersoll-Rand or Johnson Controls for 2014?

It's interesting to compare Ingersoll-Rand and Johnson Controls, because both are exposed to the HVAC market. Which is the better pick?

NL

Article

SaintGermain published an article 3:00 PM

Life Is Getting Even Tougher for Rackspace

Google and Cisco just joined the army of price cutters in the IaaS market. With Amazon, Microsoft, and Oracle, they are aggressively competing in the market, so where does this leave Rackspace?

Wed Mar 26

NL

Article

SaintGermain published an article 3:12 PM

Why FedEx Corporation Is a Good Long-Term Value

The severe winter hurt FedEx and United Parcel Service, but both stocks are a good value. In particular, FedEx confirmed its long term plans are on track, and this looks like a good entry point for investors.

Tue Mar 25

NL

Article

SaintGermain published an article 5:08 PM

3 Reasons Why Danaher Corporation Has Upside Potential in 2014

Danaher Corp. has good prospects in 2014, and investors in companies like Agilent and Patterson Companies should also follow its results closely.

Mon Mar 24

NL

Article

SaintGermain published an article 3:29 PM

Why VF Is a Good Value in the Sports-Apparel Sector

When compared with Nike, Columbia Sportswear, and lululemon athletica, VF looks like a good value. Its geographic and brand diversity should offer solid growth prospects in the coming years.

NL

Article

SaintGermain published an article 12:38 PM

Oracle Disappoints, But It's Still a Good Value

Oracle's recent results were a bit weaker than expected, but the company continues to manage a transition to more cloud-based revenue. Also, it's stepping up competition against Workday and Amazon.com.

Sat Mar 22

NL

Article

SaintGermain published an article 1:00 PM

Dresser-Rand Disappoints, but Is It Bad News for General Electric Company?

Dresser-Rand hasn't hit its long-term targets, but what does this mean for a competitor like General Electric Company?

Tue Mar 18

NL

Article

SaintGermain published an article 6:04 PM

Are These 3 Industrial Companies Giving Conservative Guidance?

Are the earnings and commentary from NCI Building Systems indicating a better construction market in 2014? If so, is the guidance from companies like Johnson Controls and Caterpillar too conservative?

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CAPS Stats & Trivia

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Boards Stats & Trivia

Board Posts 6
Recs Received 1
People who have rec'd these posts 1
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2
Threads Started Percentage 33.33 %
Most Frequent Board Cognex Corporation
Very First Post DSL Growth in USA (12/12/2000)
Percentage of Posts Rec'd 16.67 %
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